Next Level Wealth Planning’s Fortinet FTNT Stock Holding History

Next Level Wealth Planning’s Portfolio FTNT Stock Details FTNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$536	Buy	+3	New	+$486	﹤0.01%	507

Other funds holding FTNT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Next Level Wealth Planning's FTNT Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Fortinet (FTNT) in Q3 2026: 3 shares worth $536. The stake represents ﹤0.01% of the portfolio and ranks #507 among its holdings.

963 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

Next Level Wealth Planning held 3 shares of Fortinet worth $536 as of Q3 2026.
Fortinet was a new Next Level Wealth Planning position in Q3 2026.
Fortinet made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #507 holding.
963 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.